ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.01%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 17170.00%0.01%0.03%Q3 2019Q3 202317
ROYAL BANK OF CANADA 17170.00%0.00%0.00%Q3 2019Q3 202317
BANK OF AMERICA CORP /DE/ 16160.00%0.00%0.00%Q4 2019Q3 202316
Asset Dedication, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
UBS Group AG 16160.00%0.00%0.00%Q4 2019Q3 202316
REGIONS FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Prism Advisors, Inc. 16160.20%0.41%0.55%Q4 2019Q3 202316
CONFLUENCE INVESTMENT MANAGEMENT LLC 1510.00%0.06%0.09%Q3 2019Q3 202316
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
Sandy Spring Bank 15150.00%0.03%0.05%Q1 2020Q3 202315
CENTRAL TRUST Co 1140.00%0.01%0.04%Q3 2019Q3 202315
Peloton Wealth Strategists 15150.11%0.15%0.25%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.00%0.01%0.01%Q1 2020Q3 202315
US BANCORP \DE\ 14140.00%0.01%0.03%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14140.34%1.25%1.86%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 820.00%0.00%0.01%Q3 2019Q2 202314
JANE STREET GROUP, LLC 810.00%0.00%0.00%Q2 2019Q3 202314
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 840.04%0.06%0.07%Q3 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
RAYMOND JAMES & ASSOCIATES 840.00%0.00%0.00%Q2 2020Q3 202312
WRAPMANAGER INC 12120.08%0.10%0.12%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 710.00%0.02%0.05%Q1 2020Q3 202312
Archford Capital Strategies, LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Sound View Wealth Advisors Group, LLC 11110.06%0.10%0.15%Q1 2021Q3 202311
Tradition Wealth Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
BlackRock Inc. 910.00%0.00%0.00%Q2 2019Q3 202311
HighTower Advisors, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
PHILLIPS FINANCIAL MANAGEMENT, LLC 10100.04%0.06%0.09%Q2 2021Q3 202310
Vigilant Capital Management, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 990.05%0.34%0.55%Q3 2021Q3 20239
Advisory Services Network, LLC 510.00%0.00%0.01%Q3 2020Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.02%0.06%Q3 2019Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2019Q3 20238
Valmark Advisers, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Creative Planning 610.00%0.00%0.00%Q2 2021Q3 20237
Legacy Private Trust Co. 770.04%0.13%0.24%Q1 2022Q3 20237
Capital Investment Advisors, LLC 770.01%0.02%0.02%Q2 2022Q4 20237
First National Bank of South Miami 770.03%0.04%0.08%Q4 2020Q2 20227
WOODMONT INVESTMENT COUNSEL LLC 770.11%0.12%0.13%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.01%0.01%Q1 2022Q3 20237
Roof Eidam Maycock Peralta, LLC 770.22%0.26%0.29%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
MV CAPITAL MANAGEMENT, INC. 770.00%0.00%0.01%Q1 2021Q3 20227
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
Stephens Consulting, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Steward Partners Investment Advisory, LLC 770.00%0.05%0.07%Q1 2022Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.02%0.07%0.08%Q1 2022Q3 20237
Virginia National Bank 770.36%0.93%1.38%Q1 2022Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 660.03%0.03%0.04%Q3 2019Q4 20206
Klingman & Associates, LLC 660.02%0.09%0.13%Q2 2022Q3 20236
ARROW FINANCIAL CORP 660.03%0.03%0.03%Q2 2022Q3 20236
CGN Advisors LLC 660.22%0.27%0.29%Q4 2020Q1 20226
Cornell Pochily Investment Advisors, Inc. 660.19%0.20%0.21%Q2 2022Q3 20236
Heartwood Wealth Advisors LLC 662.07%2.18%2.30%Q2 2022Q3 20236
SENTINEL PENSION ADVISORS INC 550.28%0.32%0.38%Q3 2022Q3 20235
BENJAMIN EDWARDS INC 210.00%0.00%0.01%Q3 2019Q2 20235
Gateway Advisory, LLC 550.28%0.37%0.66%Q3 2022Q3 20235
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
Atwater Malick LLC 550.12%0.24%0.46%Q3 2022Q3 20235
Royal Harbor Partners, LLC 550.36%0.46%0.51%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Freedom Investment Management, Inc. 550.02%0.02%0.03%Q3 2021Q3 20225
JPMORGAN CHASE & CO 320.00%0.00%0.00%Q2 2019Q3 20235
Signature Wealth Management Group 550.19%0.45%0.59%Q2 2022Q2 20235
IFP Advisors, Inc 550.02%0.03%0.05%Q3 2022Q3 20235
PRIVATE TRUST CO NA 440.02%0.03%0.04%Q4 2022Q3 20234
Mutual Advisors, LLC 310.01%0.01%0.01%Q2 2022Q2 20234
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
BRANDYWINE OAK PRIVATE WEALTH LLC 440.03%0.04%0.05%Q4 2021Q3 20224
Corient Private Wealth LLC 440.02%0.02%0.03%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 310.01%0.01%0.01%Q3 2022Q3 20234
Mariner, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
NewEdge Advisors, LLC 440.00%0.04%0.07%Q4 2022Q3 20234
Spire Wealth Management 440.12%0.14%0.16%Q4 2022Q3 20234
Bradley & Co. Private Wealth Management, LLC 440.04%0.07%0.13%Q1 2021Q4 20214
Newman Dignan & Sheerar, Inc. 440.20%0.23%0.27%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
HENGEHOLD CAPITAL MANAGEMENT LLC 441.29%1.36%1.40%Q4 2022Q3 20234
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.01%Q3 2022Q2 20234
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
WealthBridge Capital Management, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.21%0.32%0.43%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
BLUE SQUARE ASSET MANAGEMENT, LLC 440.54%0.59%0.64%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.40%0.53%0.64%Q4 2022Q3 20234
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 440.18%0.25%0.33%Q4 2022Q3 20234
CLIENT 1ST ADVISORY GROUP, LLC 440.16%0.16%0.18%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 330.20%0.21%0.23%Q1 2023Q3 20233
Fortune 45 LLC 330.28%0.48%0.65%Q4 2021Q2 20223
Kades & Cheifetz LLC 330.20%0.21%0.21%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 210.01%0.02%0.02%Q1 2022Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Janney Montgomery Scott LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Lido Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Citadel Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
COLONY GROUP LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Altium Wealth Management LLC 210.01%0.02%0.02%Q3 2021Q2 20223
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 110.01%0.03%0.04%Q4 2019Q2 20233
CHILDRESS CAPITAL ADVISORS, LLC 330.11%0.12%0.12%Q1 2021Q3 20213
Ausdal Financial Partners, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
DROMS STRAUSS ADVISORS INC /MO/ /ADV 220.57%0.58%0.58%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
Carnegie Capital Asset Management, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Parallel Advisors, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.01%0.02%0.02%Q2 2023Q3 20232
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.01%0.01%0.01%Q2 2023Q3 20232
Carr Financial Group Corp 220.08%0.08%0.09%Q1 2023Q2 20232
American Portfolios Advisors 110.02%0.02%0.02%Q3 2022Q3 20221
Addison Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2023Q2 20231
Kathmere Capital Management, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
FinTrust Capital Advisors, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
Richard P Slaughter Associates Inc 110.07%0.07%0.07%Q4 2021Q4 20211
Stratos Wealth Partners, LTD. 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Hills Bank & Trust Co 110.46%0.46%0.46%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Global Retirement Partners, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BRR OpCo, LLC 110.46%0.46%0.46%Q3 2022Q3 20221
Envision Financial Planning, LLC 112.10%2.10%2.10%Q3 2023Q3 20231
Beacon Pointe Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
PGIM Custom Harvest LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PFS INVESTMENTS INC. 110.02%0.02%0.02%Q3 2022Q3 20221
Farmer Steven Patrick 110.09%0.09%0.09%Q2 2022Q2 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.